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Schwab Short-Term US Treasury ETF
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Overview Fund Activity

527 hedge funds and large institutions have $7.07B invested in Schwab Short-Term US Treasury ETF in 2022 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 177 increasing their positions, 232 reducing their positions, and 51 closing their positions.

Holders
527
Holders Change
+1
Holders Change %
+0.19%
% of All Funds
9.11%
Holding in Top 10
72
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+2.86%
% of All Funds
1.25%
New
59
Increased
177
Reduced
232
Closed
51
Calls
$455K
Puts
–
Net Calls
+$455K
Net Calls Change
+$455K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$2.45B
2
Ameriprise
2
Ameriprise
Minnesota
$688M
3
Goldman Sachs
3
Goldman Sachs
New York
$79.6M
4
Jane Street
4
Jane Street
New York
$60.7M
5
CB
5
Commerce Bank
Missouri
$49.9M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$0
2
KFA
2
Krane Funds Advisors
New York
$10.4M
3
FEG
3
Fund Evaluation Group
Ohio
$59.5M
4
LPL Financial
4
LPL Financial
California
$9.06M
5
EEP
5
Edgehill Endowment Partners
Connecticut
$11.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
26
ERTS Wealth Advisors
Michigan
$32.2M +$23.9M +991,390 +291%
CIA
27
Compass Ion Advisors
Pennsylvania
$31.5M -$477K -19,778 -1%
MA
28
MCF Advisors
Kentucky
$31.4M +$30.2M +1,253,428 +2,630%
BIA
29
Bell Investment Advisors
California
$31.2M +$4.81M +199,376 +18%
MF
30
Manchester Financial
California
$29.3M +$29.3M +1,214,752 New
AC
31
Apella Capital
Connecticut
$29.1M -$1.95M -80,802 -6%
REMPR
32
Roof Eidam Maycock Peralta (REMP)
California
$25.4M -$3.65M -151,466 -13%
WCF
33
West Coast Financial
California
$22.7M +$2.39M +99,042 +12%
TCPWM
34
Traverso Chambers Private Wealth Management
California
$21.9M -$6.85M -283,708 -24%
PPW
35
Pasadena Private Wealth
California
$21.6M +$21.6M +895,018 New
CSPIA
36
Cary Street Partners Investment Advisory
Virginia
$21.2M -$482K -19,958 -2%
HPA
37
High Probability Advisors
New York
$21.2M +$1.66M +68,968 +9%
RJFSA
38
Raymond James Financial Services Advisors
Florida
$21M +$1.24M +51,588 +6%
HWA
39
Heartwood Wealth Advisors
Virginia
$21M +$39.8K +1,648 +0.2%
PCM
40
Passive Capital Management
Maryland
$20.5M +$269K +11,128 +1%
TFS
41
TrustCore Financial Services
Tennessee
$20.5M -$22.5M -931,912 -52%
CMP
42
Courage Miller Partners
Virginia
$20.3M -$200K -8,300 -1%
DF
43
Donoghue Forlines
Massachusetts
$20.2M +$6.83M +282,934 +51%
Wells Fargo
44
Wells Fargo
California
$19.8M +$7.42M +307,514 +60%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$19.6M +$3.27M +135,348 +20%
I
46
INVST
Indiana
$18.7M +$9.38M +389,774 +101%
LIM
47
Leavell Investment Management
Alabama
$17.8M +$2.14M +88,558 +14%
IA
48
IFS Advisors
Kansas
$17.2M -$462K -19,132 -3%
SGAM
49
Stephens Group Asset Management
Arkansas
$17.1M +$685K +28,408 +4%
MAM
50
Marotta Asset Management
Virginia
$16.8M +$244K +10,098 +1%
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